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Benchmark Investment Advisors LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benchmark Investment Advisors LLC on MSFT, newest first. How the timeline and the estimate are built.

Benchmark Investment Advisors LLC held 11,600 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,600 shares
    Change vs previous 13F +839 shares

    1.9% of the 13F portfolio, value $4,327,024.

    13F-HR 0001104659-26-095032 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,761 shares
    Change vs previous 13F -147 shares

    2.32% of the 13F portfolio, value $3,983,391.

    13F-HR 0001104659-26-060063 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 10,908 shares
    Change vs previous 13F -4,124 shares

    3.28% of the 13F portfolio, value $5,649,865.

    13F-HR 0001104659-25-111202 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 15,032 shares
    Change vs previous 13F -424 shares

    3.66% of the 13F portfolio, value $5,643,011.

    13F-HR 0001104659-25-049175 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 15,456 shares
    Change vs previous 13F +2,135 shares

    4.24% of the 13F portfolio, value $6,514,808.

    13F-HR 0001104659-25-012608 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 13,321 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $5,732,091.

    13F-HR 0001104659-24-117601 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).